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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,658 |
PLANPILOT, LLC1 year Filed as: PLAN PILOT, LLC Service code 28 · EIN 45-4168388 | Investment Management | $10,365 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,542 | $58,655-5.3% | $91,989-39.6% | $65,185-14.8% |
| Participation rate | 78.0% | 75.3%+2.7pp | 78.6%-0.6pp | 70.2%+7.8pp |
| Annual return | 20.85% | 33.92%-13.1pp | 69.02%-48.2pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,168 | $2,080+4.2% | $3,452-37.2% | $2,177-0.4% |
| Participant deferral / active EE | $5,594 | $5,474+2.2% | $5,923-5.6% | $3,514+59.2% |
| Admin fee / account holder | $66 | $434-84.7% | $7,743-99.1% | $847-92.2% |